Arkolith/Funds/Wellington Grp LLC

Wellington Grp LLC

CIK 2134013
Holdings as of Jun 30, 2026·disclosed Aug 26, 2026·~57-day 13F lag·13F-HR/AAmended
Active Filer

Wellington Grp LLC holds a focused book of 144 reported positions worth $377.9M as of Q2 2026 (disclosed Aug 26, 2026, a ~57-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened NEOS BSTD NDQ HGH Inc ETF and trimmed Vanguard Small-Cap GRWTH ETF. Their largest long position is Invesco S&P Smallcap 600 at 8% of the reported non-option book.

Opened
5
bought for the first time
+2 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
49%
Top 20 holdings
66%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

44% mapped to company sectors

ETFs / funds
56%
Information Technology
13%
Health Care
7%
Consumer Discretionary
6%
Industrials
5%
Financials
5%
Communication Services
3%
Consumer Staples
2%

+5 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Wellington Grp LLC

Manager / fundShared namesTheir $ in those
Prospect Hill Management, LLC10 / 80$244.4M
MFF Capital Investments Ltd11 / 80$1.4B
Draper Asset Management, LLC8 / 80$170.5M
Outlook Capital Management, LLC12 / 80$256.9M
Hoey Investments, Inc44 / 80$632.4M
New World Advisors LLC39 / 80$474.8M
Howard Hughes Medical Institute14 / 80$355.0M
Ketron Financial21 / 80$256.1M

Ranked by the share of each fund's own book sitting in the names it shares with Wellington Grp LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

144 positions
#SecurityValueShares% PortLast moveHistory
1Invesco Exch Traded FD TR II
S&P SMALLCAP 600
$30.2M508.1K
8.0%
+4.7%
Added · +23K sh
2Ishares TR
ISHS 1-5YR INVS
$25.5M485.9K
6.7%
+3.3%
Added · +16K sh
3Vanguard Index FDS
MID CAP ETF
$24.6M305.3K
6.5%
+342%
Added · +236K sh
4DBX ETF TR
XTRACK MSCI EAFE
$18.2M333.1K
4.8%
+7.0%
Added · +22K sh
5Invesco Exch Traded FD TR II
SR LN ETF
$17.5M861.4K
4.6%
+5.5%
Added · +45K sh
6Eli Lilly & Co
COM
$15.6M13.0K
4.1%
+6.7%
Added · +820 sh
7Ishares TR
ULTRA SHORT DUR
$14.3M283.4K
3.8%
+2.2%
Added · +6K sh
8Ishares TR
TRS FLT RT BD
$14.1M278.6K
3.7%
+3.8%
Added · +10K sh
9J P Morgan Exchange Traded F
ULTRA SHRT ETF
$13.6M269.4K
3.6%
+7.0%
Added · +18K sh
10Ishares TR
RUS TP200 GR ETF
$11.9M40.8K
3.1%
+8.2%
Added · +3K sh
11Vanguard Index FDS
SML CP GRW ETF
$10.0M27.3K
2.6%
−1.3%
Reduced · −349 sh
12SPDR Series Trust
ST SHOR CORP ETF
$9.1M303.5K
2.4%
+2.2%
Added · +6K sh
13Micron Technology Inc
COM
$6.6M5.7K
1.8%
+11%
Added · +587 sh
14Apple Inc
COM
$6.6M22.8K
1.7%
+4.6%
Added · +1K sh
15Nvidia Corporation
COM
$5.9M29.6K
1.6%
+8.7%
Added · +2K sh
16Alphabet Inc
CAP STK CL C
$5.6M15.9K
1.5%
+11%
Added · +2K sh
17Microsoft Corp
COM
$5.6M15.0K
1.5%
+24%
Added · +3K sh
18Tesla Inc
COM
$5.1M12.2K
1.4%
+31%
Added · +3K sh
19Amkor Technology Inc
COM
$4.6M53.1K
1.2%
+31%
Added · +13K sh
20Amazon Com Inc
COM
$4.3M18.0K
1.1%
+14%
Added · +2K sh
21Broadcom Inc
COM
$4.1M10.9K
1.1%
+12%
Added · +1K sh
22NEOS ETF Trust
BOOSTED NASDAQ
$3.4M63.5K
0.9%
New
New position
23Merck & Co Inc
COM
$3.4M26.3K
0.9%
−0.1%
Reduced · −19 sh
24Lam Research Corp
COM NEW
$3.3M7.6K
0.9%
+16%
Added · +1K sh
25Meta Platforms Inc
CL A
$3.3M5.8K
0.9%
+26%
Added · +1K sh
26Oracle Corp
COM
$3.2M22.0K
0.9%
+15%
Added · +3K sh
27Cummins Inc
COM
$3.2M4.5K
0.8%
+2.3%
Added · +99 sh
28Ross Stores Inc
COM
$2.7M12.5K
0.7%
+2.5%
Added · +304 sh
29Advanced Micro Devices Inc
COM
$2.4M4.2K
0.6%
+20%
Added · +694 sh
30Visa Inc
COM CL A
$2.2M6.4K
0.6%
+0.3%
Added · +20 sh
31Firstcash Holdings Inc
COM
$2.2M10.0K
0.6%
+8.9%
Added · +825 sh
32Goldman Sachs Group Inc
COM
$2.0M1.9K
0.5%
+10%
Added · +177 sh
33Caterpillar Inc
COM
$1.9M1.8K
0.5%
+15%
Added · +232 sh
34Citigroup Inc
COM NEW
$1.9M13.6K
0.5%
+9.7%
Added · +1K sh
35Stride Inc
COM
$1.9M22.0K
0.5%
+24%
Added · +4K sh
36Alphabet Inc
CAP STK CL A
$1.9M5.3K
0.5%
+2.2%
Added · +115 sh
37NEOS ETF Trust
BOOSTED S&P 500
$1.8M36.0K
0.5%
New
New position
38Vanguard Index FDS
TOTAL STK MKT
$1.8M4.8K
0.5%
+16%
Added · +680 sh
39Api Group Corp
COM STK
$1.7M40.6K
0.5%
+10%
Added · +4K sh
40Autozone Inc
COM
$1.7M537
0.5%
−11%
Reduced · −63 sh
41Adobe Inc
COM
$1.6M8.0K
0.4%
+29%
Added · +2K sh
42JPMorgan Chase & Co
COM
$1.6M4.8K
0.4%
+28%
Added · +1K sh
43Caseys Gen Stores Inc
COM
$1.6M2.0K
0.4%
+7.8%
Added · +145 sh
44Schwab Strategic TR
US DIVIDEND EQ
$1.6M49.2K
0.4%
−14%
Reduced · −8K sh
45TJX Cos Inc New
COM
$1.5M10.2K
0.4%
−3.4%
Reduced · −358 sh
46Ishares TR
RUS 1000 GRW ETF
$1.5M12.2K
0.4%
+297%
Added · +9K sh
47Vanguard Admiral FDS Inc
SMLCP 600 VAL
$1.5M12.8K
0.4%
~0%
Reduced · −4 sh
48Walmart Inc
COM
$1.4M12.5K
0.4%
+5.8%
Added · +686 sh
49NEOS ETF Trust
RUSS 2000 HI ETF
$1.4M25.8K
0.4%
+883%
Added · +23K sh
50Quanta Svcs Inc
COM
$1.3M1.8K
0.3%
+22%
Added · +329 sh
Showing 50 of 144 positions
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Filing history

As-of date vs the date the SEC received each filing

$377.9M · Q2 2026Q4 2025 · $300.4MQ2 2026 · $377.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 26, 202657d144$377.9M13F-HR/A
Q1 2026Mar 31, 2026May 22, 202652d394$324.6M13F-HR
Q4 2025Dec 31, 2025May 22, 2026142d397$300.4M13F-HR/A
Amended / restated
  • Q2 2026 · filed Aug 14, 202613F-HR · superseded
  • Q4 2025 · filed May 22, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.